SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 8.72%
This Quarter Est. Return
1 Year Est. Return
+8.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$26.4M
3
+$24.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$23.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.12%
2 Financials 10.85%
3 Healthcare 8.23%
4 Consumer Discretionary 6.05%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.41M 0.31%
+14,734
52
$3.39M 0.31%
+5,630
53
$3.36M 0.3%
+337,400
54
$3.26M 0.29%
+325,370
55
$3.26M 0.29%
+15,700
56
$3.21M 0.29%
+15,387
57
$3.2M 0.29%
+8,917
58
$3.18M 0.29%
+12,516
59
$3.18M 0.29%
+41,873
60
$3.17M 0.29%
+16,812
61
$3.11M 0.28%
+62,095
62
$3.09M 0.28%
+302,540
63
$3.05M 0.28%
+15,799
64
$2.99M 0.27%
+301,013
65
$2.9M 0.26%
+31,370
66
$2.89M 0.26%
+30,969
67
$2.86M 0.26%
+20,989
68
$2.86M 0.26%
+27,691
69
$2.81M 0.25%
+281,161
70
$2.77M 0.25%
+17,664
71
$2.69M 0.24%
+274,760
72
$2.68M 0.24%
+16,391
73
$2.61M 0.24%
+15,667
74
$2.61M 0.24%
+258,812
75
$2.6M 0.23%
+32,189
1 2
3
4 5